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Gold/Mining/Energy : Gold and Silver Juniors, Mid-tiers and Producers -- Ignore unavailable to you. Want to Upgrade?

To: koan who wrote (29916)	1/16/2007 9:31:33 PM
From: Herb Duncan	Read Replies (1) \| Respond to of 78419

I am with you, in the same sequence. and oh and a bit of gold for a final kicker, like .........................VIT

To: koan who wrote (29916)	1/16/2007 10:31:57 PM
From: LoneClone	Read Replies (3) \| Respond to of 78419

Rising to the bait, he typed "As always in such cases, there is a better word anyway. Instead of "unique", try "irreplaceable"". Did I punctuate that correctly? For my credibility's sake, I hope so! LC

To: koan who wrote (29916)	1/16/2007 10:48:50 PM
From: Mr. Aloha	Read Replies (2) \| Respond to of 78419

This table from CIBC's Base Metals report shows why I think zinc will be the best play: Exhibit 7. Base Case Supply/demand Summary (000's tonnes) 2005 2006E 2007E 2008E 2009E 2010E Aluminium 197 (76) 36 947 1,377 1,642 Copper (330) (4) 69 104 714 478 Nickel 17 (60) (3) (14) 24 86 zinc (538) (355) (275) (96) 47 (380) CIBC says, "our preferred equity exposure remains focused on zinc related names." With LME Zinc inventories under 100,000 tonnes, I don't see how the zinc market can handle a supply deficit of over 700,000 tonnes over the next 4 years. IMO, zinc prices will have to go up significantly in order to curb demand so above ground zinc doesn't run out completely. Since zinc is such a minor part of end products and thus is very price insensitive, zinc prices will likely have to go up far more than any analysts project to curb demand enough.